$85.9 Million is the total value of RELIANCE TRUST CO's 269 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 21.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Sell | JOHNSON & JOHNSON | $2,711,000 | -2.4% | 25,925 | -0.5% | 3.16% | -1.5% |
| MMM | Buy | 3M CO | $2,524,000 | +17.0% | 15,362 | +0.9% | 2.94% | +18.0% |
| WFC | Buy | WELLS FARGO & CO | $2,285,000 | +6.5% | 41,676 | +0.7% | 2.66% | +7.4% |
| PG | Sell | PROCTER & GAMBLE CO | $2,153,000 | +3.8% | 23,641 | -4.6% | 2.51% | +4.7% |
| T | Buy | AT&T INC | $2,079,000 | -4.2% | 61,865 | +0.5% | 2.42% | -3.4% |
| XOM | Sell | EXXON MOBIL CORP | $1,857,000 | -6.8% | 20,090 | -5.2% | 2.16% | -6.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHINES | $1,828,000 | -13.4% | 11,393 | +2.4% | 2.13% | -12.7% |
| DIS | Sell | WALT DISNEY COMPANY | $1,667,000 | +2.3% | 17,702 | -3.3% | 1.94% | +3.1% |
| PEP | Sell | PEPSICO INC | $1,648,000 | -1.1% | 17,430 | -2.6% | 1.92% | -0.2% |
| MO | Sell | ALTRIA GROUP INC | $1,599,000 | +3.4% | 32,453 | -3.6% | 1.86% | +4.3% |
| BBT | Buy | BB&T CORP | $1,581,000 | +6.6% | 40,641 | +1.9% | 1.84% | +7.5% |
| TRV | Sell | TRAVELERS COS INC | $1,532,000 | +10.7% | 14,475 | -1.7% | 1.78% | +11.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,507,000 | -5.8% | 32,229 | +0.7% | 1.76% | -5.0% |
| BIV | Sell | VANGUARD INTERMEDIATE-TERM BONDmutual funds/fi | $1,507,000 | -18.3% | 17,788 | -18.7% | 1.76% | -17.6% |
| CVX | Buy | CHEVRON CORP | $1,504,000 | -2.3% | 13,402 | +3.8% | 1.75% | -1.5% |
| GE | Buy | GENERAL ELECTRIC CO | $1,368,000 | +0.3% | 54,135 | +1.7% | 1.59% | +1.1% |
| PM | Sell | PHILIP MORRIS INTERNATIONAL INC | $1,276,000 | -5.6% | 15,667 | -3.2% | 1.49% | -4.7% |
| AAPL | Sell | APPLE INC | $1,242,000 | +8.4% | 11,251 | -1.1% | 1.45% | +9.3% |
| COP | Buy | CONOCOPHILLIPS | $1,236,000 | -8.2% | 17,890 | +1.7% | 1.44% | -7.4% |
| IGIB | Sell | ISHARES INTERMEDIATE CREDIT BDmutual funds/fi | $1,202,000 | -21.5% | 10,994 | -21.5% | 1.40% | -20.8% |
| SCHF | Buy | SCHWAB INTERNATIONAL EQUITY ETFmutual funds/eq | $1,138,000 | +1.7% | 39,374 | +9.1% | 1.32% | +2.6% |
| MSFT | Buy | MICROSOFT CORP | $1,072,000 | +1.2% | 23,070 | +1.0% | 1.25% | +2.1% |
| KO | Sell | COCA-COLA CO | $1,072,000 | -4.3% | 25,379 | -3.4% | 1.25% | -3.5% |
| HD | Buy | HOME DEPOT INC | $1,065,000 | +18.1% | 10,148 | +3.2% | 1.24% | +19.1% |
| WMT | Sell | WAL-MART STORES INC | $1,062,000 | +12.4% | 12,363 | -0.0% | 1.24% | +13.4% |
| ADM | Buy | ARCHER-DANIELS-MIDLAND CO | $1,052,000 | +3.4% | 20,242 | +1.7% | 1.22% | +4.3% |
| INTC | Sell | INTEL CORP | $986,000 | +2.6% | 27,160 | -1.6% | 1.15% | +3.5% |
| SO | Sell | SOUTHERN CO | $931,000 | +6.4% | 18,945 | -5.5% | 1.08% | +7.3% |
| MGV | Sell | VANGUARD MEGA CAP VALUE INDEXmutual funds/eq | $906,000 | -38.2% | 14,928 | -40.2% | 1.06% | -37.6% |
| MGK | Sell | VANGUARD MEGA CAP GROWTH INDEXmutual funds/eq | $872,000 | -44.8% | 10,726 | -47.2% | 1.02% | -44.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $870,000 | +2.4% | 13,901 | -1.5% | 1.01% | +3.3% |
| QCOM | Buy | QUALCOMM INC | $843,000 | +6.8% | 11,346 | +7.6% | 0.98% | +7.8% |
| USB | Sell | US BANCORP | $835,000 | +1.0% | 18,579 | -6.0% | 0.97% | +1.8% |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFmutual funds/fi | $773,000 | -9.8% | 9,669 | -9.7% | 0.90% | -9.0% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-USmutual funds/eq | $705,000 | -54.2% | 15,032 | -51.9% | 0.82% | -53.8% |
| SPY | Sell | SPDR S&P 500 (MKT)mutual funds/eq | $658,000 | +1.1% | 3,200 | -3.2% | 0.77% | +1.9% |
| MRK | Buy | MERCK & CO INC | $644,000 | -3.6% | 11,335 | +0.6% | 0.75% | -2.7% |
| ABBV | Buy | ABBVIE INC | $643,000 | +15.4% | 9,828 | +1.8% | 0.75% | +16.5% |
| MCD | Sell | MCDONALD'S CORP | $642,000 | -8.4% | 6,856 | -7.3% | 0.75% | -7.5% |
| DOL | New | WISDOMTREE INTERNATIONALmutual funds/eq | $630,000 | – | 13,492 | +100.0% | 0.73% | – |
| VSS | VANGUARD FTSE ALL-WLD EX-US SMCPmutual funds/eq | $617,000 | -6.7% | 6,470 | 0.0% | 0.72% | -5.9% | |
| VWO | Sell | VANGUARD EMERGING MARKETS STOCKmutual funds/eq | $612,000 | -24.5% | 15,278 | -21.4% | 0.71% | -23.8% |
| NEE | Sell | NEXTERA ENERGY INC | $608,000 | +5.6% | 5,720 | -6.7% | 0.71% | +6.5% |
| SLB | Sell | SCHLUMBERGER LTDforeign stock | $608,000 | -16.8% | 7,123 | -0.9% | 0.71% | -16.1% |
| LOW | Sell | LOWES COS INC | $601,000 | -2.9% | 8,744 | -25.3% | 0.70% | -2.1% |
| DON | New | WISDOMTREE MIDCAP DIVIDEND (MKT)mutual funds/eq | $569,000 | – | 6,800 | +100.0% | 0.66% | – |
| WFM | Buy | WHOLE FOODS MARKET INC | $564,000 | +37.6% | 11,183 | +3.9% | 0.66% | +38.9% |
| DUK | Buy | DUKE ENERGY CORP | $559,000 | +14.5% | 6,688 | +2.6% | 0.65% | +15.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC | $553,000 | -7.2% | 6,629 | -7.7% | 0.64% | -6.4% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $527,000 | +0.8% | 7,128 | -2.3% | 0.61% | +1.7% |
| PFE | Sell | PFIZER INC | $514,000 | -1.5% | 16,522 | -6.3% | 0.60% | -0.7% |
| ABT | Sell | ABBOTT LABORATORIES | $508,000 | +4.5% | 11,276 | -3.6% | 0.59% | +5.5% |
| CL | COLGATE-PALMOLIVE CO | $507,000 | +6.1% | 7,328 | 0.0% | 0.59% | +6.9% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC | $504,000 | +4.1% | 3,355 | -4.3% | 0.59% | +5.0% |
| GILD | Buy | GILEAD SCIENCES INC | $500,000 | +9.6% | 5,300 | +23.6% | 0.58% | +10.6% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDUSTRIESforeign stock | $485,000 | +4.3% | 8,439 | -2.4% | 0.56% | +5.2% |
| VNQ | Buy | VANGUARD REIT INDEX ETF (MKT)mutual funds/eq | $457,000 | +50.3% | 5,642 | +33.5% | 0.53% | +51.6% |
| BA | Sell | BOEING CO | $447,000 | -1.5% | 3,446 | -3.4% | 0.52% | -0.8% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $441,000 | +7.8% | 3,838 | -1.1% | 0.51% | +8.9% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $431,000 | -6.5% | 7,300 | -19.0% | 0.50% | -5.6% |
| CVS | Buy | CVS HEALTH CORPORATION | $428,000 | +25.5% | 4,445 | +3.6% | 0.50% | +26.4% |
| GLD | New | SPDR GOLD SHARES (MKT)mutual funds/eq | $424,000 | – | 3,733 | +100.0% | 0.49% | – |
| VBR | Sell | VANGUARD SMALL CAP VALUE ETFmutual funds/eq | $417,000 | -19.2% | 3,938 | -23.8% | 0.49% | -18.5% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG | $411,000 | +20.9% | 4,858 | +1.1% | 0.48% | +22.2% |
| SYK | Sell | STRYKER CORP | $411,000 | +15.8% | 4,359 | -0.8% | 0.48% | +16.8% |
| MET | Sell | METLIFE INC | $409,000 | -3.8% | 7,568 | -4.4% | 0.48% | -3.1% |
| HYS | Sell | PIMCO 0-5 YEAR HIGH YLD CORP BDmutual funds/fi | $409,000 | -4.9% | 4,057 | -2.3% | 0.48% | -4.0% |
| BND | VANGUARD TOTAL BOND MARKET ETFmutual funds/fi | $406,000 | +0.5% | 4,931 | 0.0% | 0.47% | +1.5% | |
| HPQ | HEWLETT-PACKARD CO | $400,000 | +13.0% | 9,983 | 0.0% | 0.47% | +13.9% | |
| SDY | SPDR S&P DIVIDEND ETF (MKT)mutual funds/eq | $392,000 | +5.4% | 4,969 | 0.0% | 0.46% | +6.3% | |
| ORCL | Buy | ORACLE CORP | $390,000 | +18.9% | 8,676 | +1.1% | 0.45% | +19.8% |
| HCP | Buy | HCP INC | $388,000 | +25.6% | 8,806 | +12.9% | 0.45% | +26.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $386,000 | +10.6% | 4,149 | +4.2% | 0.45% | +11.4% |
| CSCO | Buy | CISCO SYSTEMS INC | $384,000 | +51.8% | 13,834 | +37.8% | 0.45% | +53.1% |
| UPS | Buy | UNITED PARCEL SERVICE | $379,000 | +26.8% | 3,408 | +11.8% | 0.44% | +27.8% |
| EPD | ENTERPRISE PRODUCTS PARTNERS LPpartnerships | $379,000 | -10.4% | 10,492 | 0.0% | 0.44% | -9.6% | |
| VYM | New | VANGUARD HIGH DIVIDEND YIELDmutual funds/eq | $370,000 | – | 5,387 | +100.0% | 0.43% | – |
| PSX | Sell | PHILLIPS 66 | $353,000 | -12.8% | 4,914 | -1.3% | 0.41% | -12.2% |
| BSJF | GUGGENHEIM BULLETSHARES 2015 HYmutual funds/fi | $352,000 | -2.2% | 13,605 | 0.0% | 0.41% | -1.4% | |
| GSK | Buy | GLAXOSMITHKLINE PLCforeign stock | $350,000 | +6.4% | 8,192 | +14.6% | 0.41% | +7.4% |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $344,000 | – | 4,515 | +100.0% | 0.40% | – |
| EMB | Sell | ISHARES JPMORGAN USD EMERGmutual funds/fi | $333,000 | -5.4% | 3,040 | -2.6% | 0.39% | -4.4% |
| EMC | Buy | EMC CORP | $321,000 | +39.6% | 10,805 | +37.3% | 0.37% | +40.6% |
| VOD | Buy | VODAFONE GROUP PLCforeign stock | $319,000 | +8.5% | 9,339 | +4.8% | 0.37% | +9.4% |
| LNC | Buy | LINCOLN NATIONAL CORP | $316,000 | +8.6% | 5,485 | +1.0% | 0.37% | +9.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $316,000 | +27.4% | 3,124 | +8.5% | 0.37% | +28.7% |
| DHR | Buy | DANAHER CORP | $315,000 | +15.0% | 3,679 | +1.9% | 0.37% | +16.1% |
| MDLZ | Sell | MONDELEZ INTL INC | $306,000 | +1.7% | 8,400 | -4.3% | 0.36% | +2.6% |
| SYY | Buy | SYSCO CORP | $305,000 | +18.7% | 7,683 | +13.4% | 0.36% | +19.5% |
| V | Buy | VISA INC | $299,000 | +27.2% | 1,141 | +3.8% | 0.35% | +28.4% |
| DVY | Buy | ISHARES SELECT DIVIDEND (MKT)mutual funds/eq | $293,000 | +30.2% | 3,688 | +21.1% | 0.34% | +31.2% |
| PPL | Sell | PPL CORP | $289,000 | +9.9% | 7,972 | -0.3% | 0.34% | +10.9% |
| PPG | Buy | PPG INDUSTRIES INC | $283,000 | +21.5% | 1,226 | +3.3% | 0.33% | +22.7% |
| VOT | Sell | VANGUARD MID-CAP GROWTH ETFmutual funds/eq | $279,000 | -57.5% | 2,745 | -59.7% | 0.32% | -57.1% |
| ECL | Buy | ECOLAB INC | $278,000 | -3.5% | 2,652 | +5.8% | 0.32% | -2.4% |
| KMB | Sell | KIMBERLY-CLARK CORP | $276,000 | +7.4% | 2,385 | -0.3% | 0.32% | +8.1% |
| HCN | New | HEALTH CARE REIT INC | $272,000 | – | 3,585 | +100.0% | 0.32% | – |
| LVS | New | LAS VEGAS SANDS CORP | $270,000 | – | 4,651 | +100.0% | 0.31% | – |
| VOE | Sell | VANGUARD MID-CAP VALUE ETF (MKT)mutual funds/eq | $262,000 | -38.6% | 2,930 | -41.6% | 0.30% | -38.1% |
| PEG | Sell | PUBLIC SERVICE ENTERPRISE GROUP | $260,000 | +7.9% | 6,279 | -2.9% | 0.30% | +9.0% |
| ALL | Sell | ALLSTATE CORP | $256,000 | +12.8% | 3,648 | -1.5% | 0.30% | +13.7% |
| EL | Sell | ESTEE LAUDER COS INC | $255,000 | +0.4% | 3,341 | -1.8% | 0.30% | +1.4% |
| LUMN | CENTURYLINK INC | $254,000 | -3.1% | 6,399 | 0.0% | 0.30% | -2.0% | |
| HILO | New | EGSHARES LOW VOLATILITY EMmutual funds/eq | $254,000 | – | 17,555 | +100.0% | 0.30% | – |
| BKLN | Sell | POWERSHARES SENIOR LOAN PORTmutual funds/fi | $254,000 | -53.9% | 10,557 | -53.5% | 0.30% | -53.5% |
| CAT | Sell | CATERPILLAR INC | $253,000 | -11.5% | 2,763 | -4.2% | 0.30% | -10.6% |
| IGSB | Sell | ISHARES 1-3 YEAR CREDIT BONDmutual funds/fi | $252,000 | -26.3% | 2,393 | -26.4% | 0.29% | -25.8% |
| EDIV | Sell | SPDR S&P EMERGING MARKETSmutual funds/eq | $249,000 | -7.1% | 7,304 | -0.4% | 0.29% | -6.1% |
| SCHW | Buy | CHARLES SCHWAB CORP | $249,000 | +6.4% | 8,246 | +3.6% | 0.29% | +7.4% |
| KSS | New | KOHLS CORP | $248,000 | – | 4,049 | +100.0% | 0.29% | – |
| IVE | ISHARES S&P 500 VALUE (MKT)mutual funds/eq | $248,000 | +4.2% | 2,645 | 0.0% | 0.29% | +5.1% | |
| SBUX | Buy | STARBUCKS CORP | $246,000 | +12.3% | 2,996 | +2.9% | 0.29% | +13.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $242,000 | +4.3% | 1,246 | -1.3% | 0.28% | +5.2% |
| EMR | EMERSON ELECTRIC CO | $241,000 | -1.6% | 3,912 | 0.0% | 0.28% | -0.7% | |
| RDSA | Buy | ROYAL DUTCH SHELL PLCforeign stock | $241,000 | -11.7% | 3,607 | +0.5% | 0.28% | -10.8% |
| RGA | Buy | REINSURANCE GROUP OF AMERICA INC | $238,000 | +10.2% | 2,717 | +1.1% | 0.28% | +11.2% |
| STT | Buy | STATE STREET CORP | $237,000 | +10.2% | 3,018 | +3.4% | 0.28% | +11.3% |
| RY | ROYAL BANK OF CANADAforeign stock | $233,000 | -3.3% | 3,373 | 0.0% | 0.27% | -2.5% | |
| KRFT | Sell | KRAFT FOODS GROUP INC | $233,000 | +8.4% | 3,714 | -2.4% | 0.27% | +9.3% |
| BP | Sell | BP PLCforeign stock | $232,000 | -36.6% | 6,082 | -27.0% | 0.27% | -36.2% |
| OXY | Sell | OCCIDENTAL PETROLEUM CORP | $226,000 | -27.3% | 2,803 | -13.6% | 0.26% | -26.7% |
| AVT | Sell | AVNET INC | $221,000 | -7.5% | 5,141 | -10.7% | 0.26% | -6.9% |
| VBK | Sell | VANGUARD SMALL CAP GROWTH ETFmutual funds/eq | $221,000 | -43.8% | 1,753 | -46.4% | 0.26% | -43.4% |
| SRCL | New | STERICYCLE INC | $219,000 | – | 1,674 | +100.0% | 0.26% | – |
| CAH | Sell | CARDINAL HEALTH INC | $217,000 | +5.9% | 2,689 | -1.6% | 0.25% | +6.8% |
| BAX | New | BAXTER INTERNATIONAL INC | $216,000 | – | 2,955 | +100.0% | 0.25% | – |
| HON | Sell | HONEYWELL INTERNATIONAL INC | $215,000 | -8.1% | 2,154 | -14.1% | 0.25% | -7.4% |
| COST | New | COSTCO WHOLESALE CORP | $215,000 | – | 1,522 | +100.0% | 0.25% | – |
| GIS | New | GENERAL MILLS INC | $214,000 | – | 4,016 | +100.0% | 0.25% | – |
| RAI | New | REYNOLDS AMERICAN INC | $212,000 | – | 3,310 | +100.0% | 0.25% | – |
| NYF | ISHARES NEW YORK AMT-FREE MUNImutual funds / | $212,000 | +0.5% | 1,902 | 0.0% | 0.25% | +1.2% | |
| RE | EVEREST RE GROUP LTDforeign stock | $211,000 | +5.0% | 1,240 | 0.0% | 0.25% | +6.0% | |
| F | Buy | FORD MOTOR CO | $211,000 | +5.0% | 13,598 | +0.2% | 0.25% | +6.0% |
| ISRG | New | INTUITIVE SURGICAL INC | $209,000 | – | 396 | +100.0% | 0.24% | – |
| EVF | EATON VANCEmutual funds/fi | $206,000 | -4.2% | 33,000 | 0.0% | 0.24% | -3.2% | |
| CMI | New | CUMMINS INC | $203,000 | – | 1,408 | +100.0% | 0.24% | – |
| LLY | Sell | ELI LILLY & CO | $203,000 | -21.0% | 2,948 | -25.7% | 0.24% | -20.5% |
| MDT | New | MEDTRONIC INC | $200,000 | – | 2,771 | +100.0% | 0.23% | – |
| WU | WESTERN UNION CO | $200,000 | +11.7% | 11,143 | 0.0% | 0.23% | +12.6% | |
| BAC | Sell | BANK OF AMERICA CORP | $183,000 | -1.1% | 10,211 | -5.5% | 0.21% | -0.5% |
| NQM | Sell | NUVEENmutual funds / | $181,000 | -3.7% | 11,937 | -5.4% | 0.21% | -2.8% |
| JQC | NUVEEN MULTI-STRATEGY INCOME ANDmutual funds / | $162,000 | -1.8% | 18,491 | 0.0% | 0.19% | -0.5% | |
| MUA | BLACKROCKmutual funds/fi | $143,000 | +5.1% | 10,343 | 0.0% | 0.17% | +6.4% | |
| EOD | WELLS FARGOmutual funds/eq | $106,000 | -6.2% | 14,100 | 0.0% | 0.12% | -5.4% | |
| MFM | MFSmutual funds / | $69,000 | +1.5% | 10,446 | 0.0% | 0.08% | +2.6% | |
| GOOGL | Exit | GOOGLE INC | $0 | – | -341 | -100.0% | -0.23% | – |
| KYN | Exit | KAYNE ANDERSONmutual funds/eq | $0 | – | -5,000 | -100.0% | -0.24% | – |
| ITW | Exit | ILLINOIS TOOL WORKS INC | $0 | – | -2,424 | -100.0% | -0.24% | – |
| DVN | Exit | DEVON ENERGY CORP | $0 | – | -3,083 | -100.0% | -0.24% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -4,238 | -100.0% | -0.27% | – |
| 4945SC | Exit | KINDER MORGAN ENERGY PARTNERS LPpartnerships | $0 | – | -2,559 | -100.0% | -0.28% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -3,715 | -100.0% | -0.28% | – |
| HRS | Exit | HARRIS CORP | $0 | – | -3,703 | -100.0% | -0.28% | – |
| WAG | Exit | WALGREEN CO | $0 | – | -4,625 | -100.0% | -0.32% | – |
| ESV | Exit | ENSCO PLCforeign stock | $0 | – | -6,755 | -100.0% | -0.32% | – |
| FLOT | Exit | ISHARES FLOATING RATE BOND (MKT)mutual funds/fi | $0 | – | -6,084 | -100.0% | -0.36% | – |
| BSJE | Exit | GUGGENHEIM BULLETSHARES 2014 HYmutual funds/fi | $0 | – | -12,240 | -100.0% | -0.37% | – |
| SJNK | Exit | SPDR BARCAP ST HIGH YIELD BONDmutual funds/fi | $0 | – | -11,123 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD MEGA CAP VALUE INDEX | 23 | Q4 2018 | 16.7% |
| VANGUARD MEGA CAP GROWTH INDEX | 23 | Q4 2018 | 17.3% |
| VANGUARD FTSE ALL-WORLD EX-US | 23 | Q4 2018 | 16.5% |
| VANGUARD INTERMEDIATE-TERM BOND | 18 | Q3 2017 | 27.2% |
| ISHARES INTERMEDIATE CREDIT BD | 18 | Q3 2017 | 26.9% |
| JOHNSON & JOHNSON | 17 | Q4 2018 | 7.5% |
| PROCTER & GAMBLE CO | 17 | Q4 2018 | 6.1% |
| JPMORGAN CHASE & CO | 17 | Q4 2018 | 6.8% |
| SPDR S&P DIVIDEND ETF (MKT) | 17 | Q4 2018 | 7.2% |
| EATON VANCE | 17 | Q4 2018 | 4.5% |
View RELIANCE TRUST CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-11 |
| 13F-HR | 2019-07-23 |
| 13F-HR | 2019-04-25 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-10-30 |
| 13F-HR | 2018-07-16 |
| 13F-HR | 2018-04-17 |
| 13F-HR | 2018-02-13 |
| 13F-HR/A | 2017-10-23 |
| 13F-HR | 2017-10-23 |
View RELIANCE TRUST CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.